FINANCIAL PLANNING

We provide financial planning services to individuals on a fee-only basis.  Our financial plans include:

  • Income needs analysis
  • Lump sum requirements for a sustainable retirement fund
  • Developing income strategies for retired persons
  • Budgeting
  • Cash flow analysis
  • Estate planning
  • Divorse planning including establishing QDRO accounts if necessary
  • Financing Education

Our fee for financial planning is $90/hour.  Often, we do not charge for an initial fact finding meeting.

 

On our website, we include a proponderance of information regarding financial planning.  Much of our content is contrarian in nature and seeks to questions the assumptions made by many financial planning firms over the past decade.  To view our Financial Planning Advice section, click on this link.

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WEBSITE DISCLAIMER and COPYRIGHT STATEMENT

McCracken & Company (MAC) is a registered as an Investment Adviser with the State of Texas Securities Board. Our firm's registration with the State of Texas Securities Board is not an endorsement for the firm. The information on this world wide website is for general information purposes only. The MAC is not liable for any decision based on the information of this website. All content expressed herein constitute the judgment of the staff of the MAC. The information contained on this website is from sources that we believe to be reliable however we do not guarantee its accuracy or completeness.

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